Jon joined Merrill Lynch Wealth Management in 1989 and serves as the retirement planning professional for the BHB group. For over 35 years, he has been working alongside business owners and their key employees on all aspects of qualified retirement plans such as 401 (k)s, defined benefit plans, and non-qualified deferred compensation plans. Jon and his wife, Dawnene, reside in Northern Utah and enjoy hiking, skiing, and are actively involved in their local community. Jon graduated from Brigham Young University with a Bachelor’s Degree in Finance and he has been a CERTIFIED FINANCIAL PLANNER™ professional since 1987 and he has held the Certified Plan Fiduciary Advisor® designation since 2018.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
